ECM

Exchange Capital Management Portfolio holdings

AUM $670M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$1.88M
3
+$1.87M
4
SRCL
Stericycle Inc
SRCL
+$1.87M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.39M

Top Sells

1
+$2.93M
2
+$2.72M
3
+$2.3M
4
WFC icon
Wells Fargo
WFC
+$2.24M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.66M

Sector Composition

1 Financials 14.17%
2 Healthcare 9.44%
3 Communication Services 7.46%
4 Technology 7.43%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9K ﹤0.01%
300
202
$8K ﹤0.01%
56
203
$8K ﹤0.01%
100
204
$8K ﹤0.01%
287
-71
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$8K ﹤0.01%
188
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$8K ﹤0.01%
100
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$8K ﹤0.01%
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208
$7K ﹤0.01%
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209
$6K ﹤0.01%
45
210
$6K ﹤0.01%
170
211
$6K ﹤0.01%
1,000
-1,250
212
$6K ﹤0.01%
195
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$6K ﹤0.01%
160
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$6K ﹤0.01%
210
215
$6K ﹤0.01%
190
216
$6K ﹤0.01%
77
217
$6K ﹤0.01%
+346
218
$6K ﹤0.01%
265
219
$5K ﹤0.01%
220
220
$5K ﹤0.01%
40
-231
221
$5K ﹤0.01%
45
222
$5K ﹤0.01%
100
223
$5K ﹤0.01%
90
224
$5K ﹤0.01%
57
225
$5K ﹤0.01%
100
7 8
9
10 11